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Alerian MLP ETF

524 hedge funds and large institutions have $4.87B invested in Alerian MLP ETF in 2017 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 213 increasing their positions, 170 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $21.7M | Put options by funds: $8.37M

59% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 44

28% more funds holding in top 10

Funds holding in top 10: 2937 (+8)

25% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 170

11% more capital invested

Capital invested by funds: $4.37B → $4.87B (+$498M)

4% more funds holding

Funds holding: 505524 (+19)

0.02% more ownership

Funds ownership: 8.85%8.87% (+0.02%)

Holders
524
Holders Change
+19
Holders Change %
+3.76%
% of All Funds
13.04%
Holding in Top 10
37
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+27.59%
% of All Funds
0.92%
New
70
Increased
213
Reduced
170
Closed
44
Calls
$21.7M
Puts
$8.37M
Net Calls
+$13.3M
Net Calls Change
-$5.24M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
76
Stephens Inc
Arkansas
$6.32M -$62K -966 -1%
NCM
77
Neumann Capital Management
California
$5.94M -$132K -2,048 -2%
PA
78
Pinnacle Associates
New York
$5.93M +$184K +2,869 +3%
AWA
79
Arete Wealth Advisors
Illinois
$5.76M -$653K -10,160 -10%
MCM
80
Millie Capital Management
California
$5.67M +$5.03M +78,336 +723%
BF
81
BOK Financial
Oklahoma
$5.54M +$1.07M +16,705 +24%
FHC
82
First Heartland Consultants
Missouri
$5.49M +$679K +10,573 +15%
Millennium Management
83
Millennium Management
New York
$5.49M +$1.37M +21,299 +33%
FF
84
Friedenthal Financial
New Jersey
$5.41M -$422K -6,578 -7%
SRCM
85
Swift Run Capital Management
Virginia
$5.35M -$545K -8,480 -9%
MFM
86
Marianas Fund Management
New York
$5.3M -$479K -7,460 -8%
WCM
87
Windsor Capital Management
Arizona
$5.18M -$104K -1,624 -2%
CS
88
Credit Suisse
Switzerland
$5.11M -$24.3K -379 -0.5%
IAA
89
Independent Advisor Alliance
North Carolina
$5.03M +$5.09M +79,196 New
CA
90
Cambridge Associates
Massachusetts
$4.85M +$1.49M +23,251 +44%
CHA
91
Cedar Hill Associates
Illinois
$4.76M -$807K -12,567 -14%
WBG
92
Wharton Business Group
Pennsylvania
$4.76M
WSTAM
93
Wilbanks Smith & Thomas Asset Management
Virginia
$4.65M +$4.7M +73,225 New
NCM
94
Novare Capital Management
North Carolina
$4.64M +$199K +3,095 +4%
LI
95
Longer Investments
Arkansas
$4.55M +$829K +12,904 +22%
GCA
96
Greenwood Capital Associates
South Carolina
$4.5M +$661K +10,294 +17%
Comerica Bank
97
Comerica Bank
Texas
$4.46M -$949K -14,780 -17%
OLA
98
Oliver Luxxe Assets
New Jersey
$4.44M +$103K +1,600 +2%
CWM
99
CMH Wealth Management
New Hampshire
$4.41M +$4.47M +69,532 New
AAIM
100
American Assets Investment Management
California
$4.32M

AMLP Hedge Fund Activity: Q1 2017 in Review

524 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2017, worth a combined $4.87B — up 11% from $4.37B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new AMLP positions and 44 closed out — a net gain of 26 holders — while 213 added to existing stakes and 170 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $129M. The largest seller was Peconic Partners, cutting an estimated $36.8M.

  • 524 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2017, up from 505 in Q4 2016.
  • Funds reported $4.87B of Alerian MLP ETF stock for Q1 2017, up 11% quarter-over-quarter.
  • 70 funds opened new Alerian MLP ETF positions in Q1 2017 and 44 closed out, a net change of +26 holders.
  • The largest Alerian MLP ETF buyer in Q1 2017 was Goldman Sachs, an estimated $129M added.
  • The largest Alerian MLP ETF seller in Q1 2017 was Peconic Partners, an estimated $36.8M sold.

Based on aggregated 13F filings for Q1 2017.